+138.4%
OKLO vs DOCS
-51.8%
+190.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | -2.0% | +24.7% | +23.0% |
| 7D | -6.7% | -0.8% | -6.0% | -6.7% |
| 30D | -36.0% | +17.4% | -53.4% | -37.6% |
| 3M | -44.2% | +57.4% | -101.5% | -48.1% |
| 6M | -70.4% | +26.5% | -97.0% | -71.9% |
| YTD | -67.2% | -26.6% | -40.6% | -66.6% |
| 1Y | -77.9% | -48.1% | -29.9% | -76.5% |
| 3Y | +128.4% | +52.6% | +75.8% | +138.9% |
| All | +138.4% | -51.8% | +190.2% | +150.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DOCS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling